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逆境中核心业务盈利稳增,体检数字化龙头锁定新增长曲线
Sou Hu Cai Jing· 2025-08-15 06:53
Core Insights - Tianfangda, a leading digital health service provider in China, has shown a revenue growth of 6% and a cost reduction of 2% in the first half of 2025, achieving significant profitability [1][2][8] - The company has two clear growth trajectories: the enhancement of its core competencies in established businesses like health check information and internet health check services, and the exploration of new growth areas such as the H-B-C three-link platform and innovative health check categories [2][9] Business Development - Founded in 1996, Tianfangda was one of the earliest HIS software service providers in China, rapidly expanding and achieving a leading market share in Shenzhen [4] - The company shifted its focus to public hospital health check information services to mitigate cash flow risks, establishing a strong foundation in the health check center informationization sector [4][5] - In 2014, Tianfangda expanded into internet health check services, integrating the service chain for health check centers and providing a complete health management solution for clients [5][10] AI and Innovation - AI is a fundamental capability driving Tianfangda's business model, with significant advancements in AI applications such as personalized health check package recommendations and intelligent health check report interpretations [9][10][11] - The company aims to build a health data interconnectivity platform to enhance efficiency and consumer experience in the health check industry [10][11] Future Growth Areas - Tianfangda is exploring new consumer medical categories and expanding into the elderly care market, addressing the growing demand for health checks and management services among the aging population [10][11] - The H-B-C three-link platform is expected to create a competitive edge through data interconnectivity, with plans to expand its reach nationwide by 2026 [11]